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THE MCBRIDE GROUP
THE MCBRIDE GROUP, LLC
CRD 150179 · SEC 801-70147
755 BAYWOOD DRIVE, SECOND FLOOR, PETALUMA, CA, 94954, United States
Phone
707-658-4433
Fax
707-658-4401
Registration
— (—)
Source
State registered
Total AUM
$76.3M
Discretionary AUM
$0
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $29.0M |
| High net worth individuals | 18 | $43.8M |
| Pension/profit sharing plans | 1 | $3.4M |
All web addresses on file
Official SEC filing: View on IAPD